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Fund naming rules: balancing sustainability, accountability, and investment diversity

Access our webinar replay where we explored the challenges of instilling investor confidence in the sustainability markets while maintaining diversity in fund strategies aligned with minimum thematic thresholds. In this webinar we:

  • Considered the harmonization across jurisdictions in which Fund Managers are marketing products
  • Discussed the possible outcomes of introducing such thresholds and labels
  • Delved into the practicalities and costs of compliance
Complete the form to view the webinar on demand.

Speakers

  • Becky Palmer, Director of Sustainable Finance, ICE
  • Mary DirheimerMassat, Climate Business Analyst, ICE
  • Kay Hope, Managing Director, Corporate Credit Analysis, Bank of America
  • Oscar Warwick Thompson, Head of Policy & Regulatory Affairs, UKSIF
  • Bryan McGannon, Managing Director, USSIF

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ICE Fund Names Rule Service

Alignment of portfolio holdings with terminology in the fund’s names​

Sustainable Finance Framework & Regulatory Data

ICE offers granular data to support the implementation of climate related regulation and frameworks including Sustainable Finance Disclosure Regulation (SFDR), Task-force for Climate-related Financial Disclosure (TCFD) and UN Sustainable Development Goals (SDGs).